Fullerton Financial Planning

She did not take the time to check her information

Do yourself a favor and find a Certified Financial Planner but not the Fullerton Financial Planning!  I had my meeting and cookies, declined the roses.

She was not willing to work with me until I retired.  Well, my goal was planning for retirement and I had over 500,000 in retirement accounts.

Guess you need to be in another tax bracket.  Now off to find a certified financial planner who will help me put a plan in place so I can feel comfortable with my exit strategy.

Oh, did I tell you her estimate of my projected monthly income was off by over 6000, indicated I had annuities from someplace I did not.

She did not take the time to check her information, blamed it on the fact her husband met with me the first time, of course that was a bait and switch after you get the nice letter from Stephanie indicating she cleared her calendar and would be meeting with you personally. HAHA!

The reviews, complaints and scams posted about Fullerton Financial Planning is permanant record located at https://dirtyscam.com/reviews/fullerton-financial-planning/ Search for all reviews, complaints, scams and lawsuits about Fullerton Financial Planning
The reviews, complaints and scams about Fullerton Financial Planning is posted by anonymous. We at dirty scam are not liable for the content posted about Fullerton Financial Planning. If you have any concern about this report, you can contact us by using this email.
Is Fullerton Financial Planning legit? Is Fullerton Financial Planning quack? Is Fullerton Financial Planning fake? Is Fullerton Financial Planning a fraud website or business or person? Please write down your review or report a fraud on dirtyscam.com to raise your voice, you might not be alone who was ripped off by Fullerton Financial Planning.
The reviews about Fullerton Financial Planning are no way affiliated with Yelp, BBB, Glassdoor, RipoffReport, Avvo, ConsumerAffairs, Realself, Vitals and Wikipedia.

Rate and write a review on Fullerton Financial Planning

Your email address will not be published. Required fields are marked *

North 83rd Avenue 14155
Peoria 85381 AZ US
Get directions
Reviews:0
Reported Loss :6000 $
Severity of Scam :Extremely High
Reported by : Anonymous
Views :